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1 of 2 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation. All rights reserved. Designate one or more people to read and create items in your Outlook 2007 account. Delegates may also respond to e-mail messages on your behalf. It is common for department managers to delegate e-mail and calendar tasks to their administrative assistants. Topics in this guide: On the Tools menu, click Options. In the Options dialog box, on the Delegates tab, click Add. In the Add Users dialog box, type the delegate’s name. When the name appears highlighted in the address book, click Add. Click OK. In the Delegate Permissions dialog box, in the Outlook 2007 item lists, click the permission level. To automatically send an e-mail message to the delegate summarizing the permissions, select the Automatically send a message to delegate summarizing these permissions check box. Click OK. Add a Delegate Change Delegate Access Levels Remove a Delegate Open a Delegated Outlook 2007 Folder Notes In the Options dialog box, clicking an option other than My Delegates only, but send a copy of meeting requests and responses to me (recommended) is not recommended. Other options may cause scheduling errors between manager and delegate. Be selective when providing delegate access to your Outlook 2007 folders. Provide access only to trusted sources. 1 2 3 Add a Delegate When you add a delegate to your Outlook 2007 account, you share selected folders and give permission to take specific actions on your behalf. 6 5 4 In the Options dialog box, click My Delegates only, but send a copy of meeting requests and responses to me (recommended). 7
2 of 2 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation. All rights reserved. Change Delegate Access Levels You can modify permissions for a delegate at any time. On the Tools menu, click Options. On the Delegates tab, click the delegate, and then click Permissions. In the Delegate Permissions dialog box, in the Outlook item lists, click the permission level, and then click OK. In the Options dialog box, click OK. 1 2 3 4 Remove a Delegate When you need to remove Outlook 2007 access for your delegate, use the following procedure. On the Tools menu, click Options. Click the Delegates tab, and then click the delegate. Click Remove, and then click OK. 1 2 3 Open a Delegated Outlook 2007 Folder If you have been given delegate access, you can open a delegated Outlook 2007 folder from your own Outlook 2007 account. In the Folder type list, click the delegated folder, and then click OK. 1 2 3 Tips Use side-by-side calendars to best manage your own calendar and a delegated calendar at the same time. The owner of each calendar is identified to eliminate possible confusion. To maintain access to your own Outlook 2007 folder, as well as to the delegated folder, right-click the specified folder, and then click Open in New Window. A second instance of the folder appears. Apply the instructions above to this second window. Your original folder will be available while the delegated folder opens in the second window. On the File menu, point to Open, and then click Other User’s Folder. Type the full name or alias of the person who granted you delegate access. Click Name to browse the global address list for the name. The folder opens with your manager’s name replacing your own.
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